See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $60,168 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,524 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,106 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 7755 3RD STREET N · OAKDALE, MN 55128 | Advisory (Plan) | $11,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,095 | $122,239+25.2% | $184,200-16.9% | $74,546+105.4% |
| Participation rate | 98.4% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 14.26% | 19.95%-5.7pp | 28.80%-14.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $7,970 | $4,537+75.6% | $6,424+24.1% | $2,624+203.7% |
| Participant deferral / active EE | $14,117 | $7,139+97.8% | $9,132+54.6% | $4,347+224.7% |
| Admin fee / account holder | $399 | $1,260-68.3% | $13,907-97.1% | $1,944-79.5% |